Filed July 25, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $55,212 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,594 | $79,171+41.0% | $102,423+9.0% | $74,495+49.8% |
| Participation rate | 99.6% | 74.8%+24.8pp | 76.5%+23.1pp | 67.2%+32.4pp |
| Annual return | 10.65% | 54.93%-44.3pp | 29.32%-18.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $5,223 | $2,362+121.1% | $3,023+72.8% | $2,623+99.1% |
| Participant deferral / active EE | $5,655 | $4,415+28.1% | $5,053+11.9% | $4,346+30.1% |
| Admin fee / account holder | $187 | $2,001-90.7% | $9,451-98.0% | $1,942-90.4% |